DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Hbw Advisory Services LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Jaxson BarlowEquitable Advisors, LLC national BDHbw Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 9, 2026Jul 6, 2026
Paul Edward BrandweinFirst Trust Advisors LP asset managerHbw Advisory Services LLC independent RIAOtherJul 30, 2025Mar 5, 2026 (218 d)
Roy Edwards Van MuyenPnc Wealth Management BD affiliatedHbw Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 18, 2024Jan 1, 2025 (258 d)
Matthew Aubrey BowersEquitable Advisors, LLC national BDHbw Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 21, 2024May 9, 2025 (443 d)
Barnett David HellenbrandCetera Investment Advisers LLC BD affiliatedHbw Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 1, 2023Nov 2, 2023 (62 d)
Jeff Scott CrawfordCetera Advisor Networks LLC BD affiliatedHbw Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 29, 2023Oct 7, 2019
Linda Moody MusePrimerica Advisors national BDHbw Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 8, 2023Jun 8, 2023
Adam Reid DowlenAvantax Advisory Services BD affiliatedHbw Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2023Jan 3, 2023
Roy Edwards Van MuyenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHbw Advisory Services LLC independent RIAWirehouse to independent RIAMar 1, 2022Feb 25, 2022
Bryan Charles BradfordCetera Advisor Networks LLC BD affiliatedHbw Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2021Jun 2, 2022 (153 d)
Jennie Marie FlemingAmeriprise Financial Services, LLC national BDHbw Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2021Oct 14, 2021 (69 d)
Joseph Houston CombestCombest Financial Services, Inc. unclassifiedHbw Advisory Services LLC independent RIAOtherJun 30, 2020Jan 2, 2020
Kenji SaitoCentaurus Financial, Inc. BD affiliatedHbw Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 11, 2019Feb 19, 2020 (70 d)
Tobie A RodriguezTamar Securities, LLC independent RIAHbw Advisory Services LLC independent RIARIA to RIAMar 15, 2019Mar 8, 2019
Tyson Edward KunstSteelpeak Wealth, LLC independent RIAHbw Advisory Services LLC independent RIARIA to RIAOct 8, 2018Sep 27, 2018
Kerri Candor HerlickCadaret Grant & Co Inc independent RIAHbw Advisory Services LLC independent RIARIA to RIAJul 2, 2018Feb 20, 2021 (964 d)
Neal Gardner DavisCuso Financial Services, L.P. BD affiliatedHbw Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 12, 2018Jun 18, 2018
Etsuji Edward OizumiPrincipal Securities, Inc. BD affiliatedHbw Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 5, 2018May 30, 2018
Peter William DotsonForesters Equity Services, Inc. BD affiliatedHbw Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 25, 2018Apr 12, 2018
Dale Raymond CurtisMadrona Financial & Cpas otherHbw Advisory Services LLC otherOtherJan 12, 2016Feb 16, 2016 (35 d)
Nicholas Paul MitchellWaddell & Reed otherHbw Advisory Services LLC otherOtherNov 13, 2014Nov 18, 2014
Michael Lee RemingtonJ.P. Morgan Securities LLC wirehouseHbw Advisory Services LLC otherOtherMay 9, 2014Jul 16, 2014 (68 d)
Bulent ErolMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseHbw Advisory Services LLC otherOtherApr 30, 2014Jul 8, 2014 (69 d)
Robert Philip SullivanLord, Abbett & Co. LLC otherHbw Advisory Services LLC independent RIAOtherApr 10, 2014Feb 8, 2024 (3591 d)
William Stephen MurrayPark Avenue Securities LLC otherHbw Advisory Services LLC otherOtherOct 2, 2013Mar 24, 2015 (538 d)
Bradley J ThompsonEdward Jones national BDHbw Advisory Services LLC otherOtherApr 1, 2011Jul 15, 2011 (105 d)
Bryan R ByrdWfg Advisors, LP otherHbw Advisory Services LLC otherOtherApr 1, 2011Apr 7, 2011
Seth David McbeeSsn Advisory, Inc. otherHbw Advisory Services LLC otherOtherDec 31, 2010Jun 2, 2016 (1980 d)
Kendra Kay SimonCpr Investments Inc independent RIAHbw Advisory Services LLC otherOtherDec 31, 2009Mar 1, 2010 (60 d)
Leonard David DebraberCpr Investments Inc independent RIAHbw Advisory Services LLC otherOtherDec 31, 2009Feb 18, 2010 (49 d)
Gregory Daresh JasickCpr Investments Inc independent RIAHbw Advisory Services LLC otherOtherDec 31, 2009Feb 18, 2010 (49 d)
Eric OhdeCpr Investments Inc independent RIAHbw Advisory Services LLC otherOtherDec 31, 2009Jan 21, 2010
Janell Laulean DenkAmerican General Securities Incorporated unclassifiedHbw Advisory Services LLC otherOtherDec 31, 2005Dec 13, 2007 (712 d)
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33 moves match.